LWA
Lowe Wealth Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.1K | Buy |
100
+2
| +2% | +$623 | 0.01% | 171 |
|
|
2025
Q1 | $51.2K | Sell |
98
-36
| -27% | -$18.8K | 0.02% | 133 |
|
|
2024
Q4 | $67.6K | Buy |
134
+26
| +24% | +$13.1K | 0.03% | 111 |
|
|
2024
Q3 | $62.9K | Hold |
108
| – | – | 0.03% | 110 |
|
|
2024
Q2 | $54.7K | Sell |
108
-4
| -4% | -$2.03K | 0.02% | 117 |
|
|
2024
Q1 | $55.6K | Hold |
112
| – | – | 0.03% | 106 |
|
|
2023
Q4 | $59.1K | Hold |
112
| – | – | 0.03% | 102 |
|
|
2023
Q3 | $56.6K | Hold |
112
| – | – | 0.03% | 100 |
|
|
2023
Q2 | $53.9K | Sell |
112
-109
| -49% | -$52.4K | 0.03% | 108 |
|
|
2023
Q1 | $104K | Sell |
221
-11
| -5% | -$5.2K | 0.06% | 74 |
|
|
2022
Q4 | $123K | Sell |
232
-40
| -15% | -$21.2K | 0.07% | 62 |
|
|
2022
Q3 | $137K | Sell |
272
-19
| -7% | -$9.57K | 0.08% | 51 |
|
|
2022
Q2 | $149K | Buy |
291
+30
| +11% | +$15.4K | 0.08% | 49 |
|
|
2022
Q1 | $133K | Hold |
261
| – | – | 0.06% | 59 |
|
|
2021
Q4 | $131K | Buy |
261
+1
| +0.4% | +$502 | 0.06% | 59 |
|
|
2021
Q3 | $102K | Buy |
260
+45
| +21% | +$17.7K | 0.05% | 64 |
|
|
2021
Q2 | $86K | Hold |
215
| – | – | 0.04% | 68 |
|
|
2021
Q1 | $80K | Hold |
215
| – | – | 0.04% | 65 |
|
|
2020
Q4 | $75K | Buy |
215
+130
| +153% | +$45.3K | 0.04% | 64 |
|
|
2020
Q3 | $26K | Buy |
85
+4
| +5% | +$1.22K | 0.01% | 103 |
|
|
2020
Q2 | $24K | Hold |
81
| – | – | 0.01% | 103 |
|
|
2020
Q1 | $20K | Hold |
81
| – | – | 0.01% | 104 |
|
|
2019
Q4 | $24K | Buy |
81
+1
| +1% | +$296 | 0.01% | 110 |
|
|
2019
Q3 | $17K | Hold |
80
| – | – | 0.01% | 119 |
|
|
2019
Q2 | $20K | Sell |
80
-28
| -26% | -$7K | 0.01% | 122 |
|
|
2019
Q1 | $26K | Hold |
108
| – | – | 0.02% | 95 |
|
|
2018
Q4 | $27K | Hold |
108
| – | – | 0.02% | 87 |
|
|
2018
Q3 | $29K | Hold |
108
| – | – | 0.02% | 95 |
|
|
2018
Q2 | $26K | Buy |
108
+1
| +0.9% | +$241 | 0.02% | 99 |
|
|
2018
Q1 | $23K | Hold |
107
| – | – | 0.01% | 105 |
|
|
2017
Q4 | $24K | Sell |
107
-50
| -32% | -$11.2K | 0.01% | 106 |
|
|
2017
Q3 | $31K | Buy |
157
+107
| +214% | +$21.1K | 0.02% | 85 |
|
|
2017
Q2 | $9K | Hold |
50
| – | – | 0.01% | 138 |
|
|
2017
Q1 | $8K | Hold |
50
| – | – | 0.01% | 141 |
|
|
2016
Q4 | $8K | Hold |
50
| – | – | 0.01% | 146 |
|
|
2016
Q3 | $7K | Hold |
50
| – | – | ﹤0.01% | 150 |
|
|
2016
Q2 | $7K | Hold |
50
| – | – | ﹤0.01% | 142 |
|
|
2016
Q1 | $6K | Hold |
50
| – | – | ﹤0.01% | 142 |
|
|
2015
Q4 | $6K | Hold |
50
| – | – | ﹤0.01% | 149 |
|
|
2015
Q3 | $6K | Hold |
50
| – | – | ﹤0.01% | 151 |
|
|
2015
Q2 | $6K | Hold |
50
| – | – | ﹤0.01% | 149 |
|
|
2015
Q1 | $6K | Hold |
50
| – | – | ﹤0.01% | 146 |
|
|
2014
Q4 | $5K | Buy |
+50
| New | +$5K | ﹤0.01% | 145 |
|